Celebrating great standards in Financial Planning

While the flagship Financial Planner of The Year Award has closed, all other categories are still open for this year's FPI Awards. Nominations close 3 August 2020.

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Hardi Swart, Financial Planner of the Year 2019 and Lelane Bezuidenhout (CEO of the FPI) at the 2019 FPI Awards.

This year the FPI Awards will pay homage to those champions in the industry who keep the torch burning, by adding two new categories to the already prestigious awards. These include the It Starts with Me Award and the Professional Practice Award. We are setting new standards through acknowledgement.

While the flagship Financial Planner of The Year Award has closed, all other categories are still open. Whether you have your sights set on the Professional Practice Award, the Diversity and Inclusion Award or the It Starts with Me Award, enter soon as the award nominations close on 3 August 2020.

We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually.

The 2019 awards yielded the strongest entries the FPI has ever received, and 2020 will no doubt reflect that growing sentiment.

We have taken our annual convention online

When the pandemic first reared its head, we acted decisively to postpone our FPI Professionals Convention and to extend the deadlines for entry into our various award categories. The entire event will now take place online on 27 and 28 October 2020.

The FPI is committed to doing the right thing – for the country and the health and safety of our members. The convention’s theme – Future Proof Your Business – is now more relevant than ever. I can’t wait to hear what our stellar line-up of speakers, including Bruce Whitfield, Rob Macdonald and Juanita Vorster, will have to say about taking the financial planning industry forward in a post-Covid world.

The award categories include:
Diversity and Inclusion Award

The award is open to anyone who is passionate about fostering diversity in the financial planning profession. It includes raising awareness of the profession in diverse communities, serving these communities with financial planning services and increasing professional opportunities for people from these communities.

Harry Brews’s Award

Previously the Chairman’s Award, this award was introduced in 2010 to honour a remarkable individual who has served the FPI and the financial planning profession over a lifetime.

It Starts with Me Award

The award recognises a CERTIFIED FINANCIAL PLANNER® who works tirelessly to promote the CFP® certification. The mark of this award is reflected by a person who entrenches the CFP® mark in their work-life, invests in their personal brand by letting others know that they are a CFP® professional, and volunteers where required.

Professional Practice Award 

Recognising that successful financial planning is a team effort, this brand-new award acknowledges the stellar performances of an entire financial planning practice. Winning this award will elevate your practice’s standing in the eyes of colleagues, clients and media alike. As such only FPI-approved practices may apply.

Top Candidate Award

The award recognises the year’s top-performing candidate in the FPI’s CFP® Professional Competency exam. The winning candidate must have obtained their Postgraduate Diploma in Financial Planning or BCom Honours in Financial Planning at one of the FPI’s chosen education providers. Winners of this award tend to go on to have successful careers in financial planning.

From previous winners

Entering the awards is the best marketing decision you’ll ever make. But don’t take it from us. Take it from this past winner…

“When we won, the effect on existing clients alone was extraordinary. They were so proud of us and of their own decision to choose us. Additional business, referrals and public engagements followed. In the years that have passed, we are still living off the title.”

Barry O’Mahony, Financial Planner of the Year 2013

How to enter:
  • For detailed descriptions of each category, eligibility requirements and entry forms, contact +27 11 470 6000 or email awards@fpi.co.za

The FPI is committed to improving access to quality professional financial planning and advice for all South Africans.